§ 13F · FUND PROFILE
Kerrisdale Advisers, LLC.
AUM · $193M (13F)Positions · 75Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$40M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | RRX | REGAL REXNORD CORPORATION | 463K | $110M | 27.6% | +3688% |
| 2 | V | VISA INC | 50K | $17M | 4.3% | ±0% |
| 3 | BDC | BELDEN INC | 143K | $17M | 4.3% | +1441% |
| 4 | MELI | MERCADOLIBRE INC | 9K | $15M | 3.7% | ±0% |
| 5 | AMZN | AMAZON COM INC | 56K | $13M | 3.3% | −5% |
| 6 | SHC | SOTERA HEALTH CO | 599K | $11M | 2.7% | −1% |
| 7 | GOOGL | ALPHABET INC | 25K | $9M | 2.3% | −14% |
| 8 | SWKS | SKYWORKS SOLUTIONS INC | 123K | $8M | 2.1% | −3% |
| 9 | ACMR | ACM RESH INC | 63K | $8M | 2.0% | −72% |
| 10 | AZTA | AZENTA INC | 291K | $7M | 1.9% | +1420% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KERRISDALE SIGNAL
AC read
Kerrisdale Advisers, LLC is a Other fund managing $193 million in assets. The fund runs a portfolio of 75 positions.
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